Moving Custom Letters from Archived to Standard

Sage Taxation v10.1 is the last version of the software that the Archived tab will be available for. If you have created custom letters on the archived tab, they will need to be moved to the standard tab.

Note: If you do not move your custom letters in v10.1 of Sage Taxation, when you update to the next version your custom letters on the Archived tab will no longer be available.

To move your custom letters

  1. From the tools menu, choose Letter Generator. The Select Letter window appears.
  2. Click the Archived tab and select the letter you want to move.
  3. Click Select. The Letter Options window appears. You don't need to worry about the options, so choose 'Currently selected client only' and click OK.
  4. Your letter is prepared and opened in Microsoft Word. Choose File > Save, and save the letter you have generated to your desktop. Close Microsoft Word.
  5. Within Control Centre, click the Standard tab on the Select Letter window. Click New. The New Letter window appears.
  6. Type in a name for your letter, and a filename if you choose.  Select 'Add from another location', then browse to your desktop and select the file you saved in step 4.
  7. Click Open. The path and filename appear in the New Letter window.
  8. Click OK. Your letter will open in Microsoft Word with a Mail Merge Fields window showing.
  9. You will then need to remove you old data fields, and replace them with new ones from the Mail Merge Fields window that appears. See Creating Custom Letters for more information on data fields.
  10. When you save your template, it will then be saved to the Standard tab.

Related Topics

Standard Letters